Salesforce Integration
Native Salesforce sync is coming soon. Until then, Zapier and webhooks send your matches to Salesforce.
Native Salesforce sync is coming soon.
You can send new matches to Salesforce today through Zapier or webhooks, available on Pro.
Why Salesforce Users Choose NewcoSignal
Salesforce manages your pipeline - but it cannot tell you when new companies register in your target market. NewcoSignal monitors Companies House daily and pushes each new matching company into Salesforce as an Account, ready for outreach. Your reps see fresh, qualified prospects in their Salesforce board without any manual research or CSV imports.
How the Salesforce Integration Works
NewcoSignal monitors Companies House for newly registered UK businesses and creates a matching Account in Salesforce for each company that fits your saved search criteria.
- Today: connect NewcoSignal to Salesforce with Zapier or webhooks. Native sync, with a Connect button here, is coming soon.
- Set up saved searches in NewcoSignal for the SIC codes and geographies you care about.
- New companies matching your searches are created as Accounts automatically.
What Company Data Syncs to Salesforce
Each Salesforce Account is created with the company name, billing address, and website. The Description field includes the Companies House registration number, incorporation date, SIC codes, and contact email where enrichment data is available. This gives your sales team full context without leaving Salesforce.
Who Uses the Salesforce Integration
Sales teams and business development managers who run their pipeline in Salesforce use this integration to keep their account list topped up with new-company leads automatically. This is particularly useful for financial services, insurance, accounting, and professional services firms targeting newly incorporated UK businesses as their core prospect segment.
Frequently Asked Questions
What plan do I need for the Salesforce integration?
Native Salesforce sync is coming soon and will be part of the Business plan. Today, Pro users can send matches to Salesforce via the Zapier integration or webhooks.
Does NewcoSignal create duplicate Accounts in Salesforce?
No. Each company is synced once and not repeated. If a company has already been created as a Salesforce Account from a previous sync, it will not be duplicated.
What Salesforce permissions does the integration need?
NewcoSignal requests the minimum permissions needed to create Account records - the api and refresh_token OAuth scopes. No read access to your existing CRM data is required.
What happens to my Salesforce data if I cancel NewcoSignal?
Accounts already created in Salesforce remain permanently in your org. Cancelling NewcoSignal stops future syncs but does not delete or modify any records already in your CRM.